Annette Russo
Director, Securities Operations at Wafra | Bronxville, New York, United States
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Annette Russo serves as the Director of Securities Operations at Wafra, where she leverages over 15 years of experience to drive operational excellence within the firm’s Public Markets division, managing an impressive portfolio of over $6 billion in assets. In her current role, Annette leads a dedicated administrative team that provides comprehensive back-office support to the Securities Investment Team and clients. Her expertise encompasses critical areas such as trade processing, reconciliation, client reporting, performance measurement, and data management, ensuring that operations run smoothly and efficiently.
One of Annette's significant strategic accomplishments includes her collaboration with IT, Compliance, and Citco to successfully implement Bloomberg’s AIM Trade Order Management System (TOMS). This initiative not only streamlined trade operations but also enhanced integration with existing accounting systems and other operational frameworks, showcasing her adeptness in managing complex projects and fostering cross-departmental collaboration. Additionally, Annette has played a pivotal role in onboarding new clients, ensuring that all operational processes are tailored to meet specific client needs while maintaining the highest standards of compliance and efficiency.
Her skill set is further complemented by her proficiency in third-party vendor management, user acceptance testing, and process improvement projects. Annette's ability to manage relationships with third-party vendors and oversee account reconciliation processes has been instrumental in optimizing operational workflows. As a results-oriented leader, she is committed to driving continuous improvement within her team, fostering a culture of excellence that aligns with Wafra’s strategic objectives in the competitive landscape of global equity and fixed income markets.
Director, Securities Operations at Wafra in January 2017 to Present
Manager, Securities Operations at Wafra in January 1994 to January 2017
Associate, Securities Operations at Wafra in January 1993 to January 1994
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Third-Party Vendor Management
User Acceptance Testing
Process Improvement Projects
Trade Operations
Team Management
P&L Management
Third Party Relationships
Account Reconciliation
Axys
Microsoft PowerPoint
Bloomberg
Microsoft Excel
Organization Skills
Workflow Diagrams
Management
Possess strong analytical
Microsoft Outlook
Risk Metrics
Data Maintenance
Project Management
Problem Solving
Database Administration
Request for Proposal (RFP)
Investor Relations
Customer Relations
Equities
Attention to Detail
Middle Office Operations
Presentation Skills
Trade Compliance
Portfolio Performance Analysis
Communication
Multicurrency Accounting
Accounting Software
Multi-currency
Analytical Skills
Investment Accounting
Presentations
Fixed-Income Investing
Risk Analysis
APX
Bloomberg Terminal
Product Marketing
Performance Attribution
Foreign Exchange (FX) Trading
Process Automation
International Settlements
Back Office Operations
Cash Management
Data Warehousing
Software Implementation Management
Business Management
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Discover more about WafraWhat is Annette Russo email address?
Email Annette Russo at [email protected] and [email protected]. This email is the most updated Annette Russo email found in 2026.
What is Annette Russo phone number?
Annette Russo phone number is +17575448668 and +15708073881.
How to contact Annette Russo?
To contact Annette Russo send an email to [email protected] or [email protected]. If you want to call Annette Russo try calling on +17575448668 and +15708073881.
What is Annette Russo net worth?
Annette Russo has an estimated net worth of $750,000 to $999,999
What company does Annette Russo work for?
Annette Russo works for Wafra
What is Annette Russo's role at Wafra?
Annette Russo is Director, Securities Operations
What industry does Annette Russo work in?
Annette Russo works in the Investment Management industry.
Annette Russo Email Addresses
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